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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JMVZX vs MVCAX Comparison Chart in %
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JMVZX vs. MVCAX commentary
Sep 13, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JMVZX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMVZX (10.6B). MVCAX pays higher dividends than JMVZX: MVCAX (1.08) vs JMVZX (0.53). JMVZX was incepted earlier than MVCAX: JMVZX (18 years) vs MVCAX (25 years). JMVZX (1.48) is less costly to investors than MVCAX (0.98). JMVZX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). JMVZX has a lower initial minimum investment than MVCAX: JMVZX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 5.51 vs. JMVZX (-10.19). MVCAX return over 5 years is better than : 15.15 vs. JMVZX (-25.29).
| JMVZX | MVCAX | JMVZX / MVCAX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.48 | 0.98 | 151% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 10.497 | 12.903 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 16.8B | 63% |
| Annual Yield % from dividends | 0.53 | 1.08 | 49% |
| Returns for 1 year | -10.19 | 5.51 | -185% |
| Returns for 3 years | -1.87 | 23.61 | -8% |
| Returns for 5 years | -25.29 | 15.15 | -167% |
| Returns for 10 years | -7.75 | 83.46 | -9% |
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